Anderson v. Jackson

16 Johns. 382
CourtNew York Supreme Court
DecidedJanuary 15, 1819
StatusPublished
Cited by55 cases

This text of 16 Johns. 382 (Anderson v. Jackson) is published on Counsel Stack Legal Research, covering New York Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Anderson v. Jackson, 16 Johns. 382 (N.Y. Super. Ct. 1819).

Opinion

The Chancellor.

This case turns upon the construction of the will of Medcef Eden, the elder.

The will was made in 1798, and the testator devised the premises in dispute to his son Joseph, and to his heirs and assigns for ever. He gave other lands, in like manner, to bis son Medcef, and then, in a. subsequent part of the will, directs, that “ifeither of his said sons should depart this life [398]*398without lawful issue, his share or part shall go to the sur> vivor; and in case of both their deaths, without lawful issue, then he gave all the property over to bis brother and sister, and their heirs.”

After the testator’s death his son Joseph entered, upon the lands devised to him, and having contracted debts, the premises were sold on execution, in 1802, and are now held by the plaintiff in error under that sale. In 1813, Joseph died without lawful issue, and his surviving brother, Medcef., claims under that proviso in the will, in opposition to the title of the plaintiff under the judgment and execution.

This may well be considered a grave and important question, demanding the utmost care and attention on the part of this Court; for it was said upon the argument that property to the value of half a million of dollars depended upon the decision to be made in this case. For my part, I have hot been insensible to this great responsibility, and to the duty which it imposed. I have studied the case as far as I was able, and with a most anxious desire to discover, if possible, that rule of construction which is applicable to this Case, and which forms a part of the established law of the - land.

Without the will, the defendant in error, Medcef Eden., took all the property that his brother Joseph died possessed of, as his heir at law. But Medcef Ks title, as heir, would hot reach the property in qiftstion, because Joseph had in his lifetime charged it with his debts, and suffered it to be sold on execution by a judgment creditor. It is necessary, therefore, for the defendant, Medcef, to claim under the will, and this he can do only by establishing that the proviso in the will, that if either of my sons should depart this life without lawful issue, his share shall go to the survivor, was a good limitation over to him, by way of executory devise. If he can succeed in that construction, then it follows, that Joseph Eden had only the use of the estate daring his life, and could not sell it, nor charge it with his debts, and Med,cef would take the property, after his brother’s death, in .spite of the creditors. These executory devises, or limita- ■ tions of estates by will, have some of the inconveniences of estates tail, as they lock the property up during the period [399]*399that the contingency may happen, without any power of •alienation. Thus, if the land in question was intended by the will to go at all events to Medcef, if at the time of Joseph’s death he had no issue then living, the land was locked up during Joseph’s life, should he have lived an hundred years, as much as if it had been entailed estate. He could neither sell it, nor mortgage it, nor contract debts upon the credit of it, beyond his life interest, and the land would remain unalienable until after his death. This operation of executory devises, or, in other words, of contingent estates created by will, tended to fetter real estates by a species of perpetuity, and prevent them from circulating from owner to owner, as the ends of commerce, or the exigencies and wants of families might require. The Courts of Justice have, therefore, wisely and steadily determined that they "would not permit these executory devises to tie up property beyond a moderate and reasonable period. They have determined that the contingency of an executory devise must happen within a life, or lives in being, and twen ty-one years afterwards. This is the utmost length to whiclij property can be so tied up by an executory devise; am if it attempts to go beyond that limit, it is void. This was the rule settled by Lord Nottingham, in the Duke of Norfolk’s case, (3 Ch. Cas. 1.) in 1682, and the decision in that case has been acquiesced in uniformly since. »»-

This rule is the cause of the struggle so often seen in the books, and witnessed in this very case, about the meaning of the words dying without issue, and whether they mean a dying without issue living at the very time of the death of the first taker, or whether they mean a general or indefinite failure of issue. I was surprised to hear it said, at the argument of this cause, that it was not easy to understand what was meant by an indefinite failure of issue. There is scarcely a case on the subject within the last two hundred years, but what mentions or alludes to this expression, and this extent of failure of issue. A definite failure of issue is when a precise time is fixed by the will for the failure of the issue. The time is then defined or definite. As, for instance, if the will in this case had declared that the property should pass over to Medcef, if Joseph had no Isstfe [400]*400jby the first day of January, 1810; or if, instead of saying in the words of the will, and if he depart this life without lawful issue, it had said, and if my son Joseph shall die without having any issue living at the time of his death, there could then have been no question but that here was intended a definite failure of issue. Now, a general or indefinite failure of issue is a proposition the very converse of the other, and means a failure of issue whenever it shall happen, sooner or later, without any fixed, certain, definite period within which it must happen. It means, when the issue or the descendants of the son shall become extinct, without reference to any particular time or any particular event. An executory devise upon such an indefinite failure of issue is void, because the period when the contingency on which the remainder over depends must happen, is too remote or uncertain. Such an executory devise might tie up property for generations, and lead to a perpetuity, or property perpetually unalienable, j - i

/If the words of the will would, as the law stood before our statute abolishing entails, have created an estate tail, then the defendant, Medcef, has no title under the will, for an estate tail necessarily implies issue in an indefinite succession, and the statute having turned estates tail into estates in fee simple absolute, the limitation over on failure of issue was void, as a contingent remainder. The defendant, Medcef must fail, then, if the ^plaintiff can establish that Joseph Eden would have taken an estate tail before 1788, or if he can establish, that these words, depart this life without lawful issue, do, by a settled, established legal construction, mean a general or indefinite failure of issue,

f It has been repeated in the books, from cáse to case, that testators generally mean by the words dying without issue, or departing this life without lawful issue, or other words of similar import, a failure of issue at the time of the death of the devisee, and that they do not mean a general or indefinite failure of issue. This is said to be the meaning of the words in common parlance, or usage. I am rather, inclined to think, however, that this notion of what the testator intended, has been borrowed by one judge from another, without much reflection or examination as to its truth.

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Bluebook (online)
16 Johns. 382, Counsel Stack Legal Research, https://law.counselstack.com/opinion/anderson-v-jackson-nysupct-1819.